National Black MBA Association
Financial Solutions Advisor Registration Candidate-Parole Financial Center
National Black MBA Association, Annapolis, Maryland, United States, 21403
Overview
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. You can build a successful career with opportunities to learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins by obtaining Securities Industry licenses, including dedicated classes for the Securities Industry Essentials (SIE), Series 7 and Series 66 exams. After licenses are obtained, you will learn foundational skills to advise clients—acquiring, building and managing client relationships, considering a client’s complex financial picture, and guiding them with advice and solutions to help them live their best financial lives, while humanizing financial interactions. Upon reaching key milestones, you will work in a financial center to deliver Bank of America’s core banking, investment solutions and client care. We provide the development resources needed as you progress through stages. Responsibilities
Progress from Financial Solutions Advisor Stage I to Stage II by applying learned skills to grow and deepen client relationships within a portfolio of clients. Deliver Bank of America’s core banking and investment solutions with client care. Provide end-to-end comprehensive advice, conduct client reviews/presentations, and recommend strategies to help clients achieve financial goals and life priorities. Collaborate with core banking and investment partners to connect clients to solutions across Bank of America and Merrill. Build a successful career through world-class training, onboarding programs, and ongoing coaching. Develop business knowledge through a defined consultative approach to identify client needs and appropriate solutions. Qualifications
Required: Aptitude in obtaining required industry licenses; self-discipline in managing time and capacity; experience in cultivating client relationships and recommending solutions; strong peer relationships and collaboration; results-driven mindset with client-first focus in a fast-paced environment; ability to execute multiple tasks; willingness to learn and adapt to new technology or applications. Desired Qualifications
Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience. Skills
Advisory Account Management Client Experience Branding Customer and Client Focus Oral Communications Issue Management Client Solutions Advisory Pipeline Management Active Listening Attention to Detail Risk Management Policies, Procedures, and Guidelines Client Management Causation Analysis Written Communications Education
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Schedule and Hours
Schedule: Monday – Friday with rotating Saturdays Shift: 1st shift (United States of America) Hours Per Week: 40 Pay and Benefits
Pay range: $28.85 - $33.65 hourly, based on experience, education and skill set. This role is compensated with a base salary and is not incentive eligible. Benefits are available, including paid time off and resources to support employees and their communities. Regulatory
This position is subject to SAFE Act registration requirements. All employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. You will be required to register and undergo the SAFE Act background check and registration process. Failure to obtain or maintain SAFE Act registration may result in termination.
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At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. You can build a successful career with opportunities to learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins by obtaining Securities Industry licenses, including dedicated classes for the Securities Industry Essentials (SIE), Series 7 and Series 66 exams. After licenses are obtained, you will learn foundational skills to advise clients—acquiring, building and managing client relationships, considering a client’s complex financial picture, and guiding them with advice and solutions to help them live their best financial lives, while humanizing financial interactions. Upon reaching key milestones, you will work in a financial center to deliver Bank of America’s core banking, investment solutions and client care. We provide the development resources needed as you progress through stages. Responsibilities
Progress from Financial Solutions Advisor Stage I to Stage II by applying learned skills to grow and deepen client relationships within a portfolio of clients. Deliver Bank of America’s core banking and investment solutions with client care. Provide end-to-end comprehensive advice, conduct client reviews/presentations, and recommend strategies to help clients achieve financial goals and life priorities. Collaborate with core banking and investment partners to connect clients to solutions across Bank of America and Merrill. Build a successful career through world-class training, onboarding programs, and ongoing coaching. Develop business knowledge through a defined consultative approach to identify client needs and appropriate solutions. Qualifications
Required: Aptitude in obtaining required industry licenses; self-discipline in managing time and capacity; experience in cultivating client relationships and recommending solutions; strong peer relationships and collaboration; results-driven mindset with client-first focus in a fast-paced environment; ability to execute multiple tasks; willingness to learn and adapt to new technology or applications. Desired Qualifications
Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience. Skills
Advisory Account Management Client Experience Branding Customer and Client Focus Oral Communications Issue Management Client Solutions Advisory Pipeline Management Active Listening Attention to Detail Risk Management Policies, Procedures, and Guidelines Client Management Causation Analysis Written Communications Education
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Schedule and Hours
Schedule: Monday – Friday with rotating Saturdays Shift: 1st shift (United States of America) Hours Per Week: 40 Pay and Benefits
Pay range: $28.85 - $33.65 hourly, based on experience, education and skill set. This role is compensated with a base salary and is not incentive eligible. Benefits are available, including paid time off and resources to support employees and their communities. Regulatory
This position is subject to SAFE Act registration requirements. All employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. You will be required to register and undergo the SAFE Act background check and registration process. Failure to obtain or maintain SAFE Act registration may result in termination.
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